Dell shares rose 11% on Wednesday to an all-time high after Morgan Stanley predicted the company would rake in sales from the insatiable demand for AI servers. Most of these AI servers are built ...

Supermicro's stock has soared over the past several years. The growth of the AI market is fueling a buying frenzy in its dedicated AI servers. It could generate much bigger gains than Dell for the ...

Dell is a technology titan with a strong share in the personal computer, server, and storage array markets, which we view as mature, and commoditylike. The PC market is fairly consolidated, with the ...